Central Garden & Pet Company (CENT)

I think the analysts covering this company concentrate on the wrong things. CENT is an investment company---they provide access to public markets for the owners of the small companies they buy in the pet and lawn and garden businesses. The things that are important are rarely mentioned in the conference call in that regard. Nothing is more important at CENT than management of the acquired businesses. They are not growing organically and will not under the current structure. Investors need to look at CENT as more an investment company. Can they manage this roll up???? Can they deploy capital profitably?

todays jump should be considered double: on news, on return to shareholder

>3% own shares purchase + dividend.... 5% return + growth
the cancelling of newbuildings should be explaine as follows:
'say yes to the dress': buying new shares eyes good, and has a goor result in first explotation years: 5% amortization.... 2% finance costs.... so 2 years of good results bases on higher rates, especially for time charters in first 5 years: 25% of amortisations, 50% of revenues!
So you can hide problems. If they don't become to big... then you even don't find prefinacing.. Euronav to rescue??
now ... repalcement of 200 vlccs reaching 19th birthday in 2025 (see presention euronav: 30% as anticipated scratch...) . So, 10 more will probably not be replaced...
Towards the peak oil period, 2026-2030, charterers will not find enough newbuildings... to loose money after 2030.
Hugo, a genious out of poppeye the sailor man, has the only good somution: not spinach but ammonia. in fact, one way to make ships climate neutral, even more then neutral if you make the sahara a rain forest... the future is in transporting water, in a climate neutral way.
the cost: when you want oil, we deliver for free if you fill the vlcc with water...Thats what in mind of hugo, actually collecting all his 'Olive' seeds to go and plant there.
to retain: if water transport can be done climate neutral, it will happen, saving the future of vlcc, having another live after oil.
O yes, we build water tankers for 50 years, and a tce of 5000/ day is just fine and for a liter water its even not a $cent... Thanks hugo for the olives

M&A Merger Match Game Cannabis + Tobacco + Alcohol + Pharma + Food PICK ONE FROM EACH COLUMN
Create Your Own Conglomerate
Cannabis $CGC $EMHTF $OGRMF $THCBF $ACBFF $APHQF $MJNA $MMNFF $ATTBF $TGODF $HMLSF $NXTTF
Tobacco: $PM $MO $BTI $RAI $VGR $JAPAF $IMBBY
Alcohol: $STZ $BF $DEO $BUD $TAP $ABEV $SAM $CCU
Pharma: $NVS $GSK $PFE $JNJ $MRK $SNY $TEVA
Food: $KHC $PF $POST $PPC $LANC $SAFM $CALM $CENT $SBUX $MCD $NSRGY $KO

This stock has obsolutely NO POTIENTIAL.

Every $Cent goes up, Every $Dollar drops.

And about WHO ? All scam why believe in things thats IMPOSSIBLE